ClickUp + Softr Integration

Integrate ClickUp to Softr in one click, or tell Integrately AI how you want each task handled. Create portal users instantly, update records across platforms, alert your team, and trigger follow-ups without manual data entry.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ClickUp
    Goal is created in ClickUp Instant
  • ClickUp
    Goal is updated in ClickUp Instant
  • ClickUp
    Goal is deleted in ClickUp Instant
  • ClickUp
    Target is created in ClickUp Instant
  • ClickUp
    Target is updated in ClickUp Instant
  • ClickUp
    Target is deleted in ClickUp Instant
  • ClickUp
    Task is created in ClickUp
  • ClickUp
    New message is posted on channel in ClickUp
  • ClickUp
    Task status is updated in ClickUp Instant
  • ClickUp
    Task comment is posted in ClickUp Instant
  • ClickUp
    Task is moved in ClickUp Instant
  • ClickUp
    Task priority is updated in ClickUp Instant
  • ClickUp
    Task assignee is updated in ClickUp Instant
  • ClickUp
    Task due date is updated in ClickUp Instant
  • ClickUp
    Task is deleted in ClickUp Instant
  • ClickUp
    Subtask is created in ClickUp Instant
  • ClickUp
    Task time tracked is Updated in ClickUp Instant
  • ClickUp
    Task tag is updated in ClickUp Instant
  • ClickUp
    Task comment is updated in ClickUp Instant
  • ClickUp
    Folder is created in ClickUp Instant
  • ClickUp
    Folder is updated in ClickUp Instant
  • ClickUp
    Folder is deleted in ClickUp Instant
  • ClickUp
    List is created in ClickUp Instant
  • ClickUp
    List is updated in ClickUp Instant
  • ClickUp
    List is deleted in ClickUp Instant
  • ClickUp
    Space is created in ClickUp Instant
  • ClickUp
    Space is updated in ClickUp Instant
  • ClickUp
    Space is deleted in ClickUp Instant
  • ClickUp
    Task is updated in ClickUp
Arrow Right
2.
  • ClickUp
    Create threaded comment in ClickUp
  • ClickUp
    Search task by custom field in ClickUp
  • ClickUp
    Send message to channel in ClickUp
  • ClickUp
    Send direct message in ClickUp
  • ClickUp
    Create task in ClickUp
  • ClickUp
    Update task with custom field in ClickUp
  • ClickUp
    Create subtask in ClickUp
  • ClickUp
    Update task in ClickUp
  • ClickUp
    Search task in ClickUp
  • ClickUp
    Post task comment in ClickUp
  • ClickUp
    Post list comment in ClickUp
  • ClickUp
    Post view comment in ClickUp
  • ClickUp
    Create list in ClickUp
  • ClickUp
    Update list in ClickUp
  • ClickUp
    Get list details by id in ClickUp
  • ClickUp
    Search list in ClickUp
  • ClickUp
    Delete list in ClickUp
  • ClickUp
    Create folder in ClickUp
  • ClickUp
    Search folder in ClickUp
  • ClickUp
    Update folder in ClickUp
  • ClickUp
    Get folder details by id in ClickUp
  • ClickUp
    Create space in ClickUp
  • ClickUp
    Get space details by id in ClickUp
  • ClickUp
    Search space in ClickUp
  • ClickUp
    Invite guest to workspace in ClickUp
  • ClickUp
    Update space in ClickUp
  • ClickUp
    Get view details by ID in ClickUp
  • ClickUp
    Create task from template in ClickUp
  • ClickUp
    Add tag to a task in ClickUp
  • ClickUp
    Upload task attachment in ClickUp
  • ClickUp
    Add dependency to task in ClickUp
  • ClickUp
    Create space tag in ClickUp
  • ClickUp
    Update target in ClickUp
  • ClickUp
    Get task details by ID in ClickUp
  • ClickUp
    Update time tracked in ClickUp
  • ClickUp
    Create target in ClickUp
  • ClickUp
    Remove tag from task in ClickUp
  • ClickUp
    Create goal in ClickUp
  • ClickUp
    Update goal in ClickUp
  • ClickUp
    Create folderless list in ClickUp
  • ClickUp
    Delete dependency from task in ClickUp
  • ClickUp
    Delete target in ClickUp
  • ClickUp
    Delete goal in ClickUp
  • ClickUp
    Delete checklist item in ClickUp
  • ClickUp
    Update space tag in ClickUp
  • ClickUp
    Get goal details by ID in ClickUp
  • ClickUp
    Search goal in ClickUp
  • ClickUp
    Search team view in ClickUp
  • ClickUp
    Search task template in ClickUp
  • ClickUp
    Create time entry in ClickUp
  • ClickUp
    Create checklist in ClickUp
  • ClickUp
    Update checklist in ClickUp
  • ClickUp
    Delete checklist in ClickUp
  • ClickUp
    Update comment in ClickUp
  • ClickUp
    Update checklist item in ClickUp
  • ClickUp
    Search custom fields in ClickUp
  • ClickUp
    Create checklist item in ClickUp
  • ClickUp
    Search task using filters in ClickUp
  • ClickUp
    Search task in view in ClickUp
  • ClickUp
    Search sub-task in task in ClickUp
  • ClickUp
    Add task link in ClickUp
  • ClickUp
    Search folderless list in ClickUp
  • ClickUp
    Search list members in ClickUp
  • ClickUp
    Search task members in ClickUp
  • ClickUp
    Search tracked time in ClickUp
  • ClickUp
    Search task comment in ClickUp
  • ClickUp
    Search workspace in ClickUp
  • ClickUp
    Search list comment in ClickUp
  • ClickUp
    Add task to list in ClickUp
  • ClickUp
    Search space view in ClickUp
  • ClickUp
    Search list view in ClickUp
  • ClickUp
    Search folder view in ClickUp
  • ClickUp
    Delete task in ClickUp
  • ClickUp
    Delete space tag in ClickUp
  • ClickUp
    Delete time tracked in ClickUp
  • ClickUp
    Delete folder in ClickUp
  • ClickUp
    Delete comment from task in ClickUp
  • ClickUp
    Delete space in ClickUp
  • ClickUp
    Search space tag in ClickUp
  • Softr
    Create user in Softr
  • Softr
    Delete user in Softr

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Ready WorkflowsReady Workflows ย  for ClickUp + Softr Integration

Capture tasks, provision portal users, keep records updated, alert your team, and trigger follow-ups, all in just one click.

Sorry, we donโ€™t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your ClickUp + Softr flow

Bring in messaging, databases, forms, and email tools to handle notifications, records, and follow-ups as your automation runs. Pick a combination and activate it in one click.

ClickUp
Softr
+
SlackSlack (4)
+
AirtableAirtable (4)
+
Google DriveGoogle Drive (4)
+
TypeformTypeform (4)
+
GmailGmail (4)
+
StripeStripe (4)
C
S
S
When a new task is created in ClickUp, create a Softr user and notify your team on Slack
New ClickUp tasks automatically provision a Softr user and alert your team in Slack, removing manual user setup.
C
S
S
When a task status is updated in ClickUp, delete the corresponding Softr user and alert your team on Slack
Task status changes in ClickUp automatically remove the Softr user and notify your team in Slack.
C
S
S
When a goal is created in ClickUp, create a Softr user and post an alert in Slack
New goals in ClickUp trigger Softr user creation and post an instant update in Slack.
C
S
S
When a target is created in ClickUp, create a Softr user and notify your team on Slack
New targets in ClickUp create corresponding Softr users and post alerts to Slack.

Supported triggers and actions for ClickUp and Softr

Mix and match to build the exact automation you need

ClickUp
ClickUp Triggers & Actions
Instant
Goal is created in ClickUp
Triggers the automation when a new goal is created
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Instant
Goal is updated in ClickUp
Triggers the automation when a goal is updated
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Instant
Goal is deleted in ClickUp
Triggers the automation when a goal is deleted
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Instant
Target is created in ClickUp
Triggers the automation when a new target is created
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Instant
Target is updated in ClickUp
Triggers the automation when a target is updated
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Instant
Target is deleted in ClickUp
Triggers the automation when a target is deleted
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Task is created in ClickUp
Triggers the automation when task is created
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New message is posted on channel in ClickUp
Triggers the automation when a new message is posted on a channel
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Instant
Task status is updated in ClickUp
Triggers the automation when the status of a task is changed
Try it โ†’
Instant
Task comment is posted in ClickUp
Triggers the automation when a task comment is posted
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Instant
Task is moved in ClickUp
Triggers the automation when a task is moved with
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Instant
Task priority is updated in ClickUp
Triggers the automation when the priority level of a task is changed
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Instant
Task assignee is updated in ClickUp
Triggers the automation when a task assignee is changed
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Instant
Task due date is updated in ClickUp
Triggers the automation when a task due date is updated
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Instant
Task is deleted in ClickUp
Triggers the automation when a task is deleted
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Instant
Subtask is created in ClickUp
Triggers the automation when a subtask is created
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Instant
Task time tracked is Updated in ClickUp
Triggers the automation when task time tracking is updated
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Instant
Task tag is updated in ClickUp
Triggers the automation when the tag assigned to any task is changed
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Instant
Task comment is updated in ClickUp
Triggers the automation when a task comment is updated
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Instant
Folder is created in ClickUp
Triggers the automation when a new folder is created
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Instant
Folder is updated in ClickUp
Triggers the automation when a folder is updated
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Instant
Folder is deleted in ClickUp
Triggers the automation when a folder is deleted
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Instant
List is created in ClickUp
Triggers the automation when a new list is created
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Instant
List is updated in ClickUp
Triggers the automation when any list is modified
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Instant
List is deleted in ClickUp
Triggers the automation when any list is deleted
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Instant
Space is created in ClickUp
Triggers the automation when a new space is created
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Instant
Space is updated in ClickUp
Triggers the automation when any space is modified
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Instant
Space is deleted in ClickUp
Triggers the automation when any space is deleted
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Task is updated in ClickUp
Try it โ†’
Create threaded comment in ClickUp
Creates a new threaded comment
Try it โ†’
Search task by custom field in ClickUp
Searches for tasks using a custom field
Try it โ†’
Send message to channel in ClickUp
Sends a message to a specific channel
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Send direct message in ClickUp
Sends a direct message to a user
Try it โ†’
Create task in ClickUp
Creates a new task
Try it โ†’
Update task with custom field in ClickUp
Updates a task in the project management system with a custom field value
Try it โ†’
Create subtask in ClickUp
Creates a subtask
Try it โ†’
Update task in ClickUp
Updates the task with new information or changes
Try it โ†’
Search task in ClickUp
Searches for a task
Try it โ†’
Post task comment in ClickUp
Posts a comment on a task
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Post list comment in ClickUp
Posts a comment on a list
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Post view comment in ClickUp
Posts a comment on a view
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Create list in ClickUp
Generates a new list
Try it โ†’
Update list in ClickUp
Updates a designated list with new information or changes
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Get list details by id in ClickUp
Retrieves detailed information about a list based on its id
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Search list in ClickUp
Scans and retrieves results for a particular list
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Delete list in ClickUp
Deletes a list
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Create folder in ClickUp
Creates a new folder
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Search folder in ClickUp
Searches for a folder
Try it โ†’
Update folder in ClickUp
Updates the contents of a particular folder
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Get folder details by id in ClickUp
Retrieves information about a folder using its id
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Create space in ClickUp
Creates a new space
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Get space details by id in ClickUp
Retrieves detailed information of a space using its id
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Search space in ClickUp
Searches for a space
Try it โ†’
Invite guest to workspace in ClickUp
Sends an invitation to a guest to join the workspace
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Update space in ClickUp
Updates the space with new content and changes
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Get view details by ID in ClickUp
Retrieves details of a view using its id
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Create task from template in ClickUp
Generates a task based on a pre-defined template
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Add tag to a task in ClickUp
Adds a tag to a task
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Upload task attachment in ClickUp
Uploads task attachments to designated folders
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Add dependency to task in ClickUp
Links tasks together to establish dependencies
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Create space tag in ClickUp
Generates a new space tag
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Update target in ClickUp
Updates the particular target with new data or information
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Get task details by ID in ClickUp
Retrieves the details of a task based on its unique id
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Update time tracked in ClickUp
Logs and updates time spent on tasks in the time tracking tool
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Create target in ClickUp
Generates a new target
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Remove tag from task in ClickUp
Removes a tag from a task
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Create goal in ClickUp
Generates a new goal
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Update goal in ClickUp
Updates the goal based on new information
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Create folderless list in ClickUp
Generates a list of items without organizing them into folders
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Delete dependency from task in ClickUp
Deletes dependency link between two tasks
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Delete target in ClickUp
Deletes a target
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Delete goal in ClickUp
Deletes a goal
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Delete checklist item in ClickUp
Deletes an item from a checklist
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Update space tag in ClickUp
Updates the tag associated with a space
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Get goal details by ID in ClickUp
Retrieves goal details by using their unique id identifier
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Search goal in ClickUp
Searches for a goal
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Search team view in ClickUp
Searches for a team view
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Search task template in ClickUp
Searches for a task template
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Create time entry in ClickUp
Creates a new time entry
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Create checklist in ClickUp
Generates a checklist for tasks
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Update checklist in ClickUp
Updates checklist items with new tasks or completions
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Delete checklist in ClickUp
Deletes a checklist
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Update comment in ClickUp
Updates comments with new information
Try it โ†’
Update checklist item in ClickUp
Updates a item on the checklist
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Search custom fields in ClickUp
Searches for custom fields
Try it โ†’
Create checklist item in ClickUp
Generates a checklist item
Try it โ†’
Search task using filters in ClickUp
Searches for a task using filters
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Search task in view in ClickUp
Searches for a task in a view
Try it โ†’
Search sub-task in task in ClickUp
Searches for a sub-task in a task
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Add task link in ClickUp
Creates a hyperlink to add a new task
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Search folderless list in ClickUp
Searches for a folderless list
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Search list members in ClickUp
Searches for list members
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Search task members in ClickUp
Searches for task members
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Search tracked time in ClickUp
Searches for tracked time
Try it โ†’
Search task comment in ClickUp
Searches for a task comment
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Search workspace in ClickUp
Searches for a workspace
Try it โ†’
Search list comment in ClickUp
Searches for a list comment
Try it โ†’
Add task to list in ClickUp
Adds a task to a designated list
Try it โ†’
Search space view in ClickUp
Searches for a sub-task in a task
Try it โ†’
Search list view in ClickUp
Searches for a list view
Try it โ†’
Search folder view in ClickUp
Searches for a folder view
Try it โ†’
Delete task in ClickUp
Deletes a task
Try it โ†’
Delete space tag in ClickUp
Deletes a space tag
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Delete time tracked in ClickUp
Removes recorded time entries from the database
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Delete folder in ClickUp
Deletes a folder
Try it โ†’
Delete comment from task in ClickUp
Deletes a comment associated with a task
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Delete space in ClickUp
Deletes a space
Try it โ†’
Search space tag in ClickUp
Searches for a space tag
Try it โ†’
Softr
Softr Triggers & Actions
No trigger is available
Create user in Softr
Generates a new user account
Try it โ†’
Delete user in Softr
Removes a user from the system
Try it โ†’

What can you automate with ClickUp + Softr?

Streamline your project management and client portal workflows with reliable automations.

What you can automate?
๐Ÿš€
Provision Softr users from ClickUp tasks
Automatically create a Softr user the moment a new task is created in ClickUp, eliminating manual account setup.
๐Ÿ“‹
Capture all task details in portal records
Map task names, assignees, and due dates directly into user profiles so your Softr portals stay current.
๐Ÿ””
Alert team channels on user creation
Notify your team in Slack immediately when a ClickUp task triggers a new Softr user account.
๐Ÿ”€
Route users based on task priority
Create high-priority Softr user accounts or standard portals depending on the priority level set in ClickUp.
๐Ÿ”„
Keep portal status updated in real time
Update Softr user records automatically whenever task statuses or details change in ClickUp.
๐Ÿงน
Remove portal access when tasks complete
Delete Softr users automatically when project tasks are marked complete or status is updated in ClickUp.
โฑ๏ธ
Handle milestone changes instantly
Trigger user updates or deletions based on goal and target milestones achieved within ClickUp.
๐Ÿ’ฌ
Extend workflows to messaging tools
Send automated notifications to team channels in Slack whenever ClickUp triggers user creation in Softr.
And much more...

Who is ClickUp + Softr integration for?

Teams managing projects in ClickUp and building client portals in Softr eliminate manual user provisioning and data silos across operations.

Operations managers
Operations managers
Project coordinators
Project coordinators
Client success teams
Client success teams
Agency owners
Agency owners
Account executives
Account executives
Support leads
Support leads
๐Ÿ“ˆ
Operations managers
You're managing project workflows in ClickUp while client portals run in Softr, but user accounts have to be provisioned by hand so portal access lags behind task creation โ€” this integration means every new task automatically creates the correct Softr user without manual delay.
โšก
Project coordinators
You need to grant client access the moment a project task is approved in ClickUp, but manual handoffs mean users wait hours for their portal logins โ€” automating both apps means portal accounts are set up instantly upon task creation.
๐Ÿค
Client success teams
You answer to clients who expect immediate access to their Softr portals once their onboarding tasks are logged in ClickUp, but manual account setup causes frustrating delays โ€” connecting these apps means portal onboarding runs automatically.
๐Ÿ“Š
Agency owners
The volume of new client tasks in ClickUp makes manual Softr user provisioning impossible to keep up with, leading to missed account setups โ€” with this integration, every task instantly creates the corresponding portal user.
๐ŸŽฏ
Account executives
You own the client handover process and depend on task updates in ClickUp to trigger Softr portal creation, but manual steps cause bottlenecks โ€” automating both apps ensures seamless account provisioning.
๐Ÿ“
Support leads
You need a reliable history of user accounts matched against project tasks, but manual data entry leaves gaps between ClickUp and Softr โ€” this integration means your user records stay accurate and synchronized.
Our team

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Why choose Integrately to automate ClickUp + Softr

Build and manage your ClickUp + Softr automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect ClickUp + Softr with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

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Frequently Asked Questions

How do I connect ClickUp to Softr?
Frequently Asked Questions
You can connect ClickUp to Softr in 1 click using ready-made templates on Integrately, or ask Integrately AI to build the custom workflow for your team.
Can I automatically create Softr users when ClickUp tasks are created?
Frequently Asked Questions
Can I connect ClickUp, Softr, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ClickUp and Softr?
Frequently Asked Questions
How does ClickUp handle task updates in this integration?
Frequently Asked Questions
Can Softr user accounts be deleted when ClickUp tasks are completed?
Frequently Asked Questions
Do I need coding skills to automate ClickUp and Softr?
Frequently Asked Questions
Is the ClickUp and Softr integration free?
Frequently Asked Questions
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